Adam Katz | Cedarhurst Estate Lawyer

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Main Office
77 Spruce Street
Suite 201
Cedarhurst, NY 11516
Office Hours
Other Locations
Proudly serving Cedarhurst, NY and the surrounding areas.
Katz Law Firm, PLLC
About Adam
Adam’s unique academic background enabled him to gain exposure and valuable work experience across a wide variety of financial and legal positions. He has worked in the financial sector at Merill Lynch, practiced corporate litigation at Proskauer Rose LLP, intellectual property at Pennie & Edmonds, corporate transactional law at Jones Day and trusts and estates law at a number of firms. Adam has published articles on accounting and tax in BNA and decanting irrevocable trusts in the Nassau Lawyer. In addition, Adam has substituted as a law professor at Hofstra University’s School of Law and St. Johns Law School on trusts and estates drafting and tax law, lectured and participated in panels at Cardozo Law School and has given classes and presentations in various forums.
Adam earned his Juris Doctor at Fordham University School of Law, where he was Notes and Articles Editor for the Fordham Journal of Corporate and Financial Law. Additionally, Adam was selected as teacher’s assistant and student coordinator of a research team to publish a treatise on International Law. After law school, he received his Master of Laws in Taxation, with a focus on Trusts and Estates, from New York University School of Law in 2008, where he was elected to be Director of the NYU Law & Business Association and volunteered as a mediator in the NYU Mediation Clinic.
Katz Law Firm’s founder and managing partner, Adam Katz, is a cum laude graduate of Hofstra University where he graduated with two degrees and was given the Presidential Academic Fitness Award. Adam received his Bachelor of Science in Mathematics with honors and was Vice President of Kappa Mu Epsilon National Mathematics Honor Society. Adam also received a Bachelor of Arts with a triple-minor in Philosophy, Economics and Asian Studies. He was also elected to be Senator of Hofstra’s Student Government Association and was chosen to be a teacher’s assistant of Finite Calculus with Business Applications.
If you need to find a lawyer who you can trust in the Cedarhurst area, Katz Law Firm is ready to use our expertise to serve you—contact us today!
Call today to learn more about my fee structure.
Experience
Attorney
Katz Law Firm, PLLC
Present
Cedarhurst, NY
Admission
United States Eastern District of New York
2011
United States Southern District of New York
2011
US Tax Court
2011
New York
2007
New York State Appellate Division of the Supreme Court
2007
Education
New York University School of Law
L.L.M (Estate and Gift Taxation)
2008
Hofstra University
Bachelors
1997

Recognitions & Achievements
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American Law Society Member2017 - Present
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NAEPC (National Association of Estate Planners and Council) Member2017 - Present
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EPCNC (Estate Planning Council, Inc. of Nassau County) Member2017 - Present
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The New York Metropolitan Elder Law Institute Member2016 - Present
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Martindate-Nolo Legal Network Member2016 - Present
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NAELA (National Academy of Elder Law Attorneys) Member2015 - Present
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ABA (American Bar Association) Member2016 - Present
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NYSBA (New York State Bar Association) Member2010 - Present
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New York Rising Star Award Recipient for Thomson Reuters SuperLawyers2015-2017
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Rising Star SuperLawyers2016
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Rising Star SuperLawyers2015
Notable Work
Bureau of National Affairs (BNA) publication Cost Segregation: The Art of Maximizing Depreciation Deductions
2009
Nassau Lawyer Decanting An Irrevocable Trust: Are These Trusts Really Irrevocable?
2008
Questions & Answers
Please describe a case in the last year or two where you made a big difference.
We helped a disabled beneficiary of a will receive the beneficial interest which the client believed was improperly reflected in the will.
How did you build a successful practice?
Work, work, work...education, practice, networking, etc. No shortcuts.
What should clients look for in a lawyer?
Trust, competence and understanding of not just the case at hand, but what the client truly wants and how to accomplish that in a timely and reasonably priced manner.
How important is local knowledge to the success of your cases?
Depends on the case; sometimes it is quite important.
What information can you provide in a free phone consultation?
Identifying issues or potential issues, education on the topic, range of ideas or directions to take based on the case at hand.
What information do you need in a free phone consultation?
Basic contact information, background to the case and pertinent facts.
What differentiates you from other lawyers in your community?
We specialize in trusts, estates and tax planning with experience, skills, academic background, resourceful network and most of all, dedication and passion to the client's needs.
What is the most rewarding aspect of your job?
Client satisfaction.
What are your other interests in addition to law?
Family, charity, learning and living.
Additional Info
Katz Law Firm, PLLC Highlights
Estate, , , Estate and Tax Planning
Adam Foster Katz has been a Premium Member since September 21, 2020.
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